CW

Copia Wealth Management

13F
Copia Wealth Management
Last update 2025-04-17 452 Stocks (56 new)
Value $108.00 Mil Turnover 8 %
Countries:
Top Holdings: TBIL(5.73%)SPLG(4.95%)BUXX(4.95%)XBIL(4.33%)GLD(4.08%)
Summary Stock Picks Current Portfolio
Copia Wealth Management Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TBIL 		US Treasury 3 Month Bill ETF
123,865
6,194.5
-3.43%
5.730
-0.21%
0.110
-0.06%
+0.22%
5,440.7
 
SPLG 		SPDR Portfolio S&P 500 ETF
81,440
5,355.5
+2.48%
4.950
+0.12%
0.010
-10.11%
-6.76%
59,156.9
 
BUXX 		EA SERIES TRUST
263,535
5,352.4
+13.20%
4.950
+0.58%
2.150
+0.20%
+0.49%
250.1
 
XBIL 		US Treasury 6 Month Bill ETF
93,286
4,680.2
-3.78%
4.330
-0.17%
0.630
-0.06%
+0.22%
739.6
 
GLD 		SPDR Gold Shares ETF
15,296
4,407.4
+4.89%
4.080
+0.19%
0.000
+20.50%
+27.23%
102,802.5
 
COWZ 		Pacer US Cash Cows 100 ETF
72,818
3,987.5
-1.03%
3.690
-0.04%
0.020
-11.88%
-8.46%
21,551.1
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
73,875
3,772.8
+1.32%
3.490
+0.05%
0.010
-7.15%
-4.58%
24,212.3
 
STIP 		iShares 0-5 Year TIPS Bond ETF
31,742
3,284.3
+3.86%
3.040
+0.11%
0.030
+1.91%
+2.51%
11,767.5
 
XLG 		Invesco S&P 500 Top 50 ETF
65,917
3,033.5
-0.65%
2.810
-0.02%
0.040
-12.41%
-9.77%
7,837.2
 
EMXC 		iShares MSCI Emerging Markets ex China ETF
51,583
2,841.7
-0.60%
2.630
-0.02%
0.020
-1.82%
+1.28%
14,523.4
 

Copia Wealth Management's Historical Top Holdings Breakdowns

Copia Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CLOZ 		Eldridge BBB-B CLO ETF2025-03-31New Buy
+0.72%
●
26.5 ($26.97) 27.24
$26.29
-2.52%
New holding
29,309
29,309
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF2025-03-31Add
+0.65%
●
78.51 ($79.37) 80.13
$78.70
-0.84%
Add 109.07%
17,031
8,885
CLOX 		Eldridge AAA CLO ETF2025-03-31New Buy
+0.61%
●
25.45 ($25.54) 25.67
$25.35
-0.74%
New holding
25,942
25,942
BUXX 		EA SERIES TRUST2025-03-31Add
+0.58%
●
20.26 ($20.33) 20.4
$20.38
0.25%
Add 13.2%
263,535
30,726
DBC 		Invesco DB Commodity Index Tracking Fund2025-03-31Sold Out
-0.51%
●
21.48 ($22.16) 22.98
$21.32
-3.79%
Sold Out
0
-25,005
COWG 		Pacer US Large Cap Cash Cows Growth Leaders ETF2025-03-31Add
+0.33%
●
30.38 ($33.03) 35.87
$31.01
-6.12%
Add 73.37%
26,939
11,401
XLF 		Financial Select Sector SPDR2025-03-31Add
+0.28%
●
47.32 ($50.16) 52.19
$48.25
-3.81%
Add 1106.89%
6,831
6,265
TSLA 		Tesla Inc2025-03-31Reduce
-0.27%
●
222.15 ($333.26) 428.22
$259.51
-22.13%
Reduce -49.75%
711
-704
COST 		Costco Wholesale Corp2025-03-31Add
+0.26%
●
890.62 ($974.97) 1076.86
$975.48
0.05%
Add 72.82%
712
300
VGK 		Vanguard FTSE Europe ETF2025-03-31Add
+0.22%
●
63.07 ($68.94) 73.5
$72.06
4.53%
Add 2954.39%
3,482
3,368

Copia Wealth Management Total Holding History ($B)

To

Copia Wealth Management's Asset Allocation

To

Copia Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Copia Wealth Management's Hypothetical Growth since 2025-03-31

Copia Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Copia Wealth Management's Holdings Heat Map

Size field:

Copia Wealth Management's Holdings Bubble Chart

Copia Wealth Management News

  • 1

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